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  • Lederer John StaplesStaples' 5th Anniv
    of vulture control?

    What has Sycamore's agent
    Lederer achieved? Industry
    chiefs review and comment


    In June'17 vulture capitalist Sycamore Partners bought Staples for $6.9Bn. The industry quaked! What has happened since? Proficiency Post chronicled its demise from $16Bn down to a current $8Bn with the ex-powerhouse a shell of its former self. What do leading vendors and IDC think? We surveyed and report here to date

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  • Dochelli Harry ESND 21Essendant: Big call
    for dlrs digital drive 

    Latest trends: US economy;
    Srvce hybrid workers alert!


    Leading business supplies wholesaler Essendant's leadership team justhosted dealers and suppliers at a virtual Town Hall event. It proved a great opportunity to connect and share latest market perspectives; top economist Brian Beaulieu's view; plus new initiatives. We spoke with president Harry Dochelli on key takeaways... 

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  • Screen Shot 2022 06 27 at 11.11.12 AMMason's Blizzard

    blasts Buffett's DQ

    Fed Judge rules Water label
    doesn't infringe Trademark


    Warren Buffett
    owned Dairy Queen (DQ) had issues with business supplier WBMason's labeling of its 'Blizzard' branded water, but the Minnesota federal judge ruled 'no customer confusion'. DQ sued in 2018 but WB's lawyers were always confident claims were "ridiculous". PP dives inside the saga...Updated

    Read More
  • Screen Shot 2022 06 13 at 4.24.53 PMCreate cool hybrid
    work experiences

    How people work better in
    the flexible future of work


    Even before Covid some organizations began experimenting with mobile work, shifting ownership for spaces and offering more choice for people to move where they worked based on their activities. Some companies allowed hybrid work, giving employees flexibility to WFH. Now, the practice has become the mainstream even those who believed it wasn’t a fit for them.

    Read More
  • Inflation bubble manThe Proficiency

    I n f l a t i o n Index

    +15% average price hikes
    boost profits by +30/40%!


    The Q1'22 reporting season is complete. Proficiency Index have analysed results and separated out the price inflation element, from real volume performance. HPInc, HPE, ABM, UNFI and Costco were the last  companies to report inflated profits fueled by high price hikes; a total of 90 companies analysed 

    Read More
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Lederer John StaplesStaples' 5th Anniv
of vulture control?

What has Sycamore's agent
Lederer achieved? Industry
chiefs review and comment


In June'17 vulture capitalist Sycamore Partners bought Staples for $6.9Bn. The industry quaked! What has happened since? Proficiency Post chronicled its demise from $16Bn down to a current $8Bn with the ex-powerhouse a shell of its former self. What do leading vendors and IDC think? We surveyed and report here to date

Read more ...

Subscribe to read!

Screen Shot 2022 06 27 at 2.52.38 PMTDSynnex stalled.
Losing mkt share?

#1 $60Bn tech wholesaler
integration slows progress


Synnex, 
the #1Global IT wholesaler that merged with TechData last summer, was seriously disrupted by Asian supply problems, after benefiting strongly during WFH. CEO Rich Hume commented opaquely about marginal organic growth in its Q2'23 financial review. Updated

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tillis jason rob imperial warehouseBain's Imperial 
initiates integration 

Opens new Alabama DC.

'Strip & flip' Q answered?


VC Bain Capital appears to have answered a big question on its investment plans with Imperial Dade, the hygiene, food service and packaging ("HyFoPack") distributor roll up?  Will it 'strip & flip' or invest in integrating systems and distribution facilities? It just opened a huge new Alabama warehouse led by the integration team....

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smith Jennifer Innovative 22Innovative invests

in industrial supply

Acqs single source ecom
platform to target $180m

Leading US business services provider Innovative Office Solutions has acquired a large Minnesota industrial ecommerce reseller. We discuss its continuing investments in broadening expertise in hygiene & packaging markets with CEO Jennifer Smith and marketing leader Jason Player...Updated 

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Screen Shot 2022 06 27 at 11.11.12 AMMason's Blizzard

blasts Buffett's DQ

Fed Judge rules Water label
doesn't infringe Trademark


Warren Buffett
owned Dairy Queen (DQ) had issues with business supplier WBMason's labeling of its 'Blizzard' branded water, but the Minnesota federal judge ruled 'no customer confusion'. DQ sued in 2018 but WB's lawyers were always confident claims were "ridiculous". PP dives inside the saga...Updated

Read more ...

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clark dave amazon biz 21Amazon replaces
WW delivery chief

17yr 'Fresh' grocery leader
promoted to drive profits


Dave Clark
, long time head of Amazon Worldwide Consumer division is leaving on July 1 to become chief executive of supply chain technology startup Flexport. CEO Andy Jassy has apponted another veteran to replace him, who established the 'Fresh' grocery delivery business back in 2007. 

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smith fred fedex 22FedEx: fueled by
huge price hikes

UPS duopoly hides market
share loss to Amazon&Co


Retiring FedEx chief Fred 'Smug' Smith made his final report on inflated Q4'22 results today. Three rounds of high price hikes boosted sales, disguised a serious market share decline. It's losing large to UPS & Amazon; and the 'market cap gap' has widened to $89Bn compared with similarly sized UPS? The future seems same old, same old under his successor? 

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Zuckerberg Mark Meta 22Meta or Worse
Fakebook farce?

"Zuck plans to rule Web;
Schumer must stop him"


Senate leader Chuck Schumer is blocking legislation to rein in tech monopolies. This should concern anyone who cares about competition in US. Meta aka Facebook (Zuckerberg, pic left), Apple, Google and Amazon use their huge market share to crush rivals  and enter new businesses while taking advantage of people. Time contributor Roger McNamee explains how...

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Screen Shot 2022 06 23 at 11.16.24 AMUline: the ultimate
packaging power

"I love product" Liz Uihlein
CEO of $8.8Bn family firm


Uline
, the leading packaging supplies distributor based in Pleasant Prairie (WI) has grown 7X in the past 10 years. The Uihlein family run powerhouse has a passion for products & customer service exemplified by CEO Liz Uihlein and continues to invest and hire hundreds of new workers

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Armbruster Sara steelcase 22Steelcase: lighter,

brighter outlook

Collab specialists pivot to
furnish hybrid workspaces


Steelcase
the global leader in collaborative office furnishings, recovered powerfully in Q1'23 ended 31May'22. Encouragingly, new CEO Sara Armbruster reported a strong order book boosted by higher pricing, moving closer towards the pre Covid 'normal' Q1'20 ..Analysis complete

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not yesterday's news tomorrow."

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